Kevin Hyland is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in personal retirement planning, portfolio management services, and retirement income. He works closely with clients to understand their priorities and develop personalized financial strategies that align with their goals. Kevin holds a Bachelor's Degree from the University of Cincinnati, where he was also a member of the University of Cincinnati Football Team from 2011 to 2015 and is involved with the University of Cincinnati Football Letterman's Club. He maintains the Personal Investment Advisor (PIA) designation. Outside of his professional role, Kevin has interests in billiards, cooking, football, golfing, music, pickleball, running, yoga, watching movies, and spending time with his family.

Eric Schieman is a financial advisor with Robert W. Baird & Co. in Cincinnati, OH, holding a Series 66 designation and six years of industry experience. Prior to joining Baird in 2019, he worked at PricewaterhouseCoopers and held positions at Barleycorns and VonLeham. He serves on the board of directors for Rosedale Green, a memory care and rehabilitation facility. He is part of The DDK Group within Baird’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, and charitable organizations. The group provides customized financial planning and portfolio management services using a variety of strategies and managers, including both traditional and non-traditional investments.

Scott Mercalde is a financial advisor at Morgan Stanley with 27 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018 and previously at UBS Financial Services Inc for five years. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling techniques.

Joseph Riazzi is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Leahy Cimis Fauber team since 2024. He relocated to Cincinnati in 2020 after spending five years working in New York City for Global X ETFs. He holds a Bachelor's degree from the University of Dayton and has obtained the Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA) designations. Joseph's professional experience includes areas such as family wealth management strategies, services for endowments, foundations and non-profits, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Outside of his professional work, Joseph pursues interests in music, aviation, and golf.

George Kaufman is a financial advisor with UBS Financial Services in Cincinnati, Ohio, holding a Series 66 designation and 27 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a wide range of capital markets and advisory solutions.

Joseph Weaver is a financial advisor at UBS Financial Services with three years of industry experience. Before joining UBS in 2023, he worked for six years at Ernst & Young LLP. He holds a Series 66 designation and is based in Cincinnati, OH. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Jon Parker is a financial advisor at Ameriprise with 30 years of industry experience. He holds a Series 63 designation and has been with Ameriprise and its affiliated entities since 1995. He owns Jon D Parker & Associates, through which he manages his Ameriprise business. Ameriprise is an institutional firm serving clients primarily through its retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Sumner Colohan is a Financial Advisor with the KAL Wealth Management Group at Merrill Lynch Wealth Management. Based in Cincinnati, Ohio, he joined the KAL Group in September 2023. Sumner focuses on areas including Family Wealth Management Strategies, Personal Retirement Planning, Portfolio Management Services, Individual and Corporate Investment Strategy, and Retirement Income. He works with clients to provide personalized wealth planning centered on clear communication and a repeatable process to help prepare for financial complexities and uncertainties. Sumner holds a Bachelor of Arts degree in Mathematical Economics and Business from Rice University in Houston, Texas. During his time at Rice, he served as Vice President of the Rice Undergraduate Investment Fund, where he developed financial models and created stock pitch decks. He also holds the Personal Investment Advisor (PIA) designation. In addition to his professional responsibilities, Sumner is involved with the Autism Society of Greater Cincinnati. His personal interests include basketball, golfing, music, pickleball, and tennis.

Anthony Trotta is a financial advisor with Ameriprise Financial Services, LLC in Cincinnati, OH, holding a Series 63 designation and bringing 41 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement income planning advice.

Michael Gehring is a financial advisor with Mass Mutual Investors Services in Cincinnati, OH, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Huntington Investment Company, Edward Jones, CUSO Financial Services, and J.P. Morgan Securities LLC, among others. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements using firm-approved software and also delivers various event-driven planning services, including divorce planning and estate settlement programs.

Michael Applegate is a Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2005. He has held various roles within the company, including Retirement Investment Services Representative from 2005 to 2008, Relationship Officer from 2008 to 2010, and Vice President Financial Consultant since 2010. With 20 years of experience, Michael partners with high net worth clients to understand their comprehensive goals related to retirement, tax-efficient investing, and estate considerations. His financial planning approach emphasizes creating customized plans based on trust, reliability, and competency. Outside of his professional work, Michael enjoys family activities, fishing, football, and outdoor adventures.

Kenneth Rinehart is a financial advisor with UBS Financial Services in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he serves on the boards of two nonprofit organizations supporting adults with intellectual and developmental disabilities. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering a range of financial planning, portfolio management, and capital markets functions. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Joy Steinmetz is a financial advisor with Fidelity Investments in Cincinnati, OH, holding a Series 66 designation. She has one year of industry experience and previously held positions in diverse fields including education and retail. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a wide range of clients, employing a process that blends proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm manages model portfolios using systematic methodologies and serves both retail and institutional investors, including registered investment companies.

Kenneth Blanton is a financial advisor with Equitable Advisors in Cincinnati, OH. He holds the Series 66 designation and has been with Equitable Advisors since 2026. Prior to his advisory role, he worked at Lowe's Home Improvement and has entrepreneurial experience with Plant Ur Flag LLC. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs. The firm offers a range of advisory models implemented through third-party managers and sponsored programs, supporting mutual funds, ETFs, separately managed accounts, and select alternative investments.

Patrick Davis is a Financial Advisor with Merrill Lynch Wealth Management since March 2020. He brings 25 years of experience in sales and finance within the Aerospace industry to his role. Patrick and his team specialize in supporting executives by developing personalized financial strategies focused on executive compensation planning, equity-based awards, tax mitigation, and wealth management to help clients achieve their financial goals. He holds a Bachelor's Degree from the United States Military Academy and a Master of Business Administration (MBA) from the University of Kentucky. Patrick is a Personal Investment Advisor (PIA) and leverages a proprietary financial modeling tool called Personal Wealth Analysis™ to assess clients' financial situations and design customized plans that optimize assets and reduce tax exposure. Outside of his professional work, Patrick participates in community organizations such as Folds of Honor and Unbroken Spirit. His personal interests include biking, golfing, running marathons, skiing, surfing, swimming, and spending time with his family.

Kacie Mccool is a Series 66-licensed financial advisor with UBS Financial Services in Cincinnati, OH, where she has worked since 2016. She has nine years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Scott Hiles is a CFP® and holds a Series 66 license, with 10 years of industry experience. He has worked at UBS Financial Services Inc. since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers services such as fiduciary financial planning, principal trading, and proprietary research.

Michael Cure is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and economic modeling.

Brad Vitucci is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2019. Prior to joining Morgan Stanley, he held roles at Scripps, Raymond James & Associates, and Sinclair Broadcast Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Brian Pangburn is a financial advisor with Morgan Stanley in Cincinnati, OH, holding Series 63 and Series 65 credentials and with 40 years of industry experience. He has worked across multiple Morgan Stanley entities since 2001, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, he serves as Chairman of the Board at Holly Hill Children's Services and is Treasurer of the Jolly Park Community Development Council. He also plays guitar with various bands. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by proprietary tools and provides services primarily in an advisory capacity.